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Westside Investment Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Westside Investment Management’s Portfolio DFE Stock Details DFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-100
Closed -$5 – 652
2020
Q3 		$5 Hold
100
– – ﹤0.01% 542
2020
Q2 		$4 Sell
100
-140
-58% -$6.43K ﹤0.01% 557
2020
Q1 		$9 Buy
+240
New +$13.6K ﹤0.01% 477
2019
Q2 		$392 Buy
+6,732
New +$398K ﹤0.01% 155
2018
Q4 		$396K Buy
7,421
+340
+5% +$19.4K 0.15% 104
2018
Q3 		$449K Buy
7,081
+774
+12% +$50.2K 0.14% 92
2018
Q2 		$410K Buy
6,307
+332
+6% +$23.3K 0.14% 101
2018
Q1 		$412K Buy
5,975
+323
+6% +$23.2K 0.23% 96
2017
Q4 		$410K Buy
5,652
+480
+9% +$33.1K 0.22% 101
2017
Q3 		$358K Buy
5,172
+790
+18% +$53K 0.22% 97
2017
Q2 		$281K Hold
4,382
– – 0.18% 110
2017
Q1 		$260K Buy
4,382
+1,323
+43% +$75.8K 0.12% 111
2016
Q4 		$170K Buy
+3,059
New +$164K 0.12% 100

Other funds holding DFE

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SFG
Sovereign Financial Group Stamford, Connecticut $576M AUM 23.61% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Westside Investment Management's DFE Position: Q4 2020 in Review

Westside Investment Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2020, closing a stake of 100 shares — an estimated $5 sold.

Westside Investment Management first reported a position in DFE in Q4 2016 and held it in 13 quarters. The position peaked at $449K in Q3 2018. 75 funds tracked by Wall St. Rank hold DFE as of Q4 2020.

  • Westside Investment Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
  • Westside Investment Management sold 100 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2020, an estimated $5.
  • Westside Investment Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q4 2016 and held it in 13 quarters.
  • Westside Investment Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $449K in Q3 2018.
  • 75 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2020.

Based on Westside Investment Management's 13F filing for Q4 2020, filed 15 Jan 2021.